Your sales cycle, automated. Your calendar, full.
Curly IQ finds, qualifies and books mortgage-ready clients for you, using AI that works your leads the moment they arrive, so every advisor spends their day closing, not chasing.
- 5 min
- response time
- 3.4×
- more bookings
- 24/7
- AI coverage
New enquiry
Web, portal & referral leads land instantly
AI qualifies & nurtures
Affordability, intent & timeline checked in minutes
Appointment booked
Confirmed slot lands straight in the advisor's diary
The problem
The mortgage sales cycle wasn't built for how fast enquiries move today.
Leads go cold in minutes
Enquiries that aren't contacted within five minutes convert at a fraction of the rate, and most advisors simply can't respond that fast, every time, on every channel.
Advisors are buried in admin
Chasing unqualified leads, chasing diary slots, chasing no-shows. Hours disappear into a sales cycle that should take minutes.
Pipelines run dry between campaigns
Without a system working leads continuously, appointment volume swings with marketing spend instead of growing steadily.
How it works
From first click to confirmed appointment, fully automated.
One system, tuned specifically for mortgage sales cycles, not a generic outreach tool retrofitted for finance.
- 01
Capture every enquiry, instantly
Curly IQ connects to your website, portals, referral partners and paid campaigns so no mortgage enquiry sits in an inbox unattended.
- 02
AI qualifies in real time
Conversational AI checks affordability, purchase or remortgage timeline, and intent, over SMS, WhatsApp and voice, asking the same questions a advisor would, in seconds.
- 03
Nurture until they're ready
Not ready yet? The system keeps the relationship warm with relevant, compliant follow-up until the client is ready to speak to an advisor.
- 04
Book straight into the diary
Qualified clients are offered live availability and booked directly into the advisor's calendar: confirmed, reminded and ready to close.
Results
Built to move the numbers that matter to a mortgage business.
Illustrative benchmarks from Curly IQ deployments across mortgage advisor and brokerage pipelines.
0 min
Average response time to a new enquiry, day or night
0×
More booked appointments from the same lead volume
24/7
Coverage across SMS, WhatsApp and voice qualification
0%
Lower cost per booked appointment vs. manual follow-up
About Curly IQ
Founded by mortgage people, for mortgage people.
Curly IQ was built by Rebecca Faulkner and Katy Faulkner, who spent years working inside the mortgage industry before building the automation they always needed themselves. That's why the system speaks the language of affordability, product timelines and compliance, not generic sales-tech jargon.
Rebecca Faulkner
Co-Founder
Years spent inside mortgage advisory businesses gave Rebecca a front-row seat to how much good pipeline goes to waste in slow follow-up. Curly IQ started as the system she wished she'd had.
Katy Faulkner
Co-Founder
Katy has built and run mortgage sales operations for years, and designs Curly IQ's qualification flows around how advisors actually sell, not generic outreach playbooks.
What advisors say
“Our diary used to depend on how quickly we could call people back. Now the appointments are just there when we log on.”
“It qualifies leads the way we would ourselves: affordability, timeline, intent. By the time we speak to someone, they're ready.”
Questions
Common questions from mortgage teams
Get started
See Curly IQ working your leads within the week.
Book a short strategy call with the Curly IQ team. We'll look at your current lead sources and show you exactly how the pipeline would run for your business.
- No long-term lock-in
- Built around mortgage compliance from day one
- Live within two to three weeks